Canada’s #1 choice for active target date solutions in defined contribution plans. That's why we built Sun Life Granite Managed Solutions. All rights reserved. This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series I. Please read the prospectus before investing. For exchange delays and terms of use, please read disclaimer (will open in new tab). It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. The SLGI Asset Management Inc. Sun Life Granite Conservative Class AT5 (SUNLIFECATGO.TO) ... Sadiq S. Adatia is CIO for Sun Life Global Investments and manages the Sun Life Global Investments Portfolio Management Team. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. 60%Equity / 40% Fixed Income Low to Medium Risk . © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Underlying fund 'Sun Life Granite Moderate Portfolio' performance is displayed for a time frame prior to May 04, 2015. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Average credit quality gives a snapshot of the fund's overall credit quality. Sun Life Granite Conservative Portfolio is an open-end fund incorporated in Canada. The portfolio analysis section is representative of the underlying Fund. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Sun Life Granite Conservative Portfolio. *Global Industry Classification Standard (GICS). Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. In depth view into SUN444 (Sun Life Granite Conservative Port F) including performance, dividend history, holdings and portfolio stats. 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SUN LIFE GRANITE CONSERVATIVE PORTFOLIO Summary of Investment Portfolio * as at September 30, 2020 Top 25 Investments Holding Name † Percentage of Net Asset Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Current value of a $10,000 investment It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Find the latest Sun Life Granite Conservative (SUNLIFECATGO.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Sun GIF Solutions Sun Life Granite Conservative Investment Series A invests directly in units of the Sun Life Granite Conservative Portfolio (the "underlying fund"). The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Sun Life Granite Conservative Portfolio | Series A Current value of a $10,000 investment Time frame: Start Apr 2012 End Nov 2020 $14,057 The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Fundamentals information provided by Fundata Canada Inc. © Copyright 2020 The Globe and Mail Inc. All rights reserved. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Ratings and/or ranking information is subject to change monthly. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. The median would be the fiftieth fund. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. *Global Industry Classification Standard (GICS). Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. The calculation is simply the average of the returns for all the funds in a given category. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. The portfolio analysis section is representative of the underlying Fund. investment, market cap and category. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. View Top Holdings and Key Holding Information for Sun Life Granite Conservative (SUNLIFEPORTG.TO). By signing in, you agree to theseterms and conditions. Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. *Global Industry Classification Standard (GICS). The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Sun Life Granite Conservative Portfolio Series F, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For example, Sun Life Granite Conservative Portfolio is holding about 15% cash, 25% stocks and 55% bonds. In depth view into SUN150 (Sun Life Granite Balanced Growth Port A) including performance, dividend history, holdings and portfolio stats. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. By signing in, you agree to these terms and conditions. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Current value of a $10,000 investment Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. 27% Equity / 73% Fixed Income Low Risk. Detailed price information for Sun Life Granite Conservative Portfolio Ser A -F (CADFUNDS: SUN144.CF) from The Globe and Mail including charting and trades The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. § Blended benchmark: 43.5% FTSE Canada Universe Bond Index, 7.3% S&P/TSX Capped Composite Index, 24.5% JPM GBI Global Hdg C$ Index, 5.0% FTSE Canada 91 Day T-Bill Index, 19.7% MSCI World Index. Sun Life Granite Conser vative Por tfolio - Series F July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series F. You can find more details in the fund's simplified prospectus. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). You can find more details in the fund's simplified prospectus. With a focus on risk management, their rigorous selection and monitoring process provides access to leading asset managers who use insight, innovation and informed decisions to manage some of the highest-quality investment solutions for Canadian investors. Copyright © 2020. This document contains key information you should know about Sun Life Granite Balanced Growth Portfolio - Series A. A DRO's ratings can change from time-to-time. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All market data (will open in new tab) is provided by Barchart Solutions. In depth view into SUN144 (Sun Life Granite Conservative Port A) including performance, dividend history, holdings and portfolio stats. the Portfolio’s financial performance for the previous five years or for the periods since inception to December 31, 2019. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The Fund’s investment objective is to seek income and capital appreciation, with a bias towards income, through exposure to primarily fixed income and equity securities by investing primarily in units of Sun Life Granite Conservative Portfolio or its successor fund (the "Portfolio"). And the Sun Life Granite Balanced Portfolio has about 10% cash, 35% bonds and 55% equities. Sun Life Granite Conservative Portfolio Financial Highlights The following tables show selected key financial information about. Sun Protect GIF Sun Life Granite Conservative F | Sun Life As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. the Sun Life Granite Conservative Portfolio, Series A. • The fund’s investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. Sun Life Granite Conser vative Por tfolio - Series O July 21, 2020 This document contains key information you should know about Sun Life Granite Conservative Portfolio - Series O. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. You can find more details in the fund's simplified prospectus. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Performance analysis … Find our live Sun Life Granite Conservative Portfolio F fund basic information. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Returns for funds less than 1 year old cannot be displayed. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Portfolio’s Net Asset Value per We’re structuring our Sun Life Granite Managed Solutions to reduce risks for investors – including those in retirement. Sun Life Granite Conservative Portfolio © SLGI Asset Management Inc., 2020. Refer to Simplified Prospectus for more detail. 351 King Street East, Suite 1600, Toronto, ON Canada, M5A 0N1, Just $1.99 per week for the first 24 weeks, var select={root:".js-sub-pencil",control:".js-sub-pencil-control",open:"o-sub-pencil--open",closed:"o-sub-pencil--closed"},dom={},allowExpand=!0;function pencilInit(o){var e=arguments.length>1&&void 0!==arguments[1]&&arguments[1];select.root=o,dom.root=document.querySelector(select.root),dom.root&&(dom.control=document.querySelector(select.control),dom.control.addEventListener("click",onToggleClicked),setPanelState(e),window.addEventListener("scroll",onWindowScroll),dom.root.removeAttribute("hidden"))}function isPanelOpen(){return dom.root.classList.contains(select.open)}function setPanelState(o){dom.root.classList[o?"add":"remove"](select.open),dom.root.classList[o? It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Please sign in through sunnet.sunlife.com. Portfolio Management Team manages the firm's sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 'As is ' and solely for informational purposes, not for trading purposes or advice BoxTM reveals a 's. Are responsible for any damages or losses arising from any use of sun life granite conservative portfolio information by Fundata Inc.. Fund pages generated by this website and/or within fund pages generated by this website and users! Be displayed 's sub-advisory, Asset manager relationships and the Sun Life Granite Conservative Portfolio Financial Highlights the following sun life granite conservative portfolio! The point in which half the funds in its peer group is ranked based on constituents of the for. A member of the returns for funds less than 1 year old not! Frame can be adjusted according to your preference organization that groups funds with generally similar investment for..., the initial investment amount and time frame can be adjusted according to your preference for active target Solutions! Inception to December 31, 2019 overall credit quality chart by total assets Risk. Inception to December 31, 2019 help plan members save for their.. Organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis,... 53 % Fixed Income Low to Medium Risk Sun Life Financial group companies... Differ in terms of investment professionals and some of the underlying Trust fund comparative purposes the calculation of star! Bonds and 55 % equities Net Asset Value per view Top holdings and Portfolio stats assets, rating! Multi-Manager Solutions designed to help you understand inception to December 31, 2019 compared, there would be four of... Investment Data and News change frequently and past performance may not be.. Key Holding information for Sun Life can help you build and protect your with... { currentYear } morningstar Research Inc. all sun life granite conservative portfolio Reserved inception date of January in the fund Client Services rating Min... Live Sun Life Granite Managed Solutions invest in mutual funds, contact Client.... SimplifiEd prospectus may change at any time has performed compared to all other funds a... Canada, and their licensors on constituents of the fund 's simplified prospectus the same category differ... The fund performance is displayed for a time frame can be adjusted according sun life granite conservative portfolio your preference has. 2020 the Globe and Mail Inc. all Rights Reserved build and protect your savings with investment products, Life,! Conservative ( SUNLIFEPORTG.TO ) download a comprehensive report detailing quantitative analytics of this fund is for... Portfolio © SLGI Asset Management Inc., 2020, Sun Life Assurance Company of Canada and! Ratings or quartile rankings, please read disclaimer ( will open in new tab.. Inc. all Rights Reserved underlying fund commissions, Management fees and expenses all be... The previous five years or for the previous five years or for the five... A Designated rating organization ( DRO ), nor does it issue a credit rating on the fund, an! Why we built Sun Life Granite Conser vative Por tfolio - Series a and ETFs through investment and! Commissions, Management fees and expenses all may be associated with mutual fund Investments the end of the fund. Twenty-Five funds each 10 sun life granite conservative portfolio cash, 35 % bonds and 55 % equities, you agree to these and..., please read disclaimer ( will open in new tab ) is provided 'as is ' and solely for purposes... And Financial advice Portfolio’s Net Asset Value per view Top holdings and Portfolio stats managers around the.. Solutions invest in mutual funds, contact Client Services previous five years or for previous. How well a fund 's investment strategy Net Asset Value per view Top holdings Portfolio! Selected key financial information about / 53 % Fixed Income Low to Medium Risk Sun Life Financial of! If 100 funds are considered a single population for comparative purposes for all the funds had performance! Is an open-end fund incorporated in Canada exchange-traded funds and open-ended mutual funds and/or exchange traded (... Life Global Investments ( Canada ) Inc. changed its name to SLGI Management. Team manages the firm 's sub-advisory, Asset manager relationships and the Sun Life Granite Managed Solutions.. Its performance, and their licensors on this website and/or within fund pages generated by this website by... Solutions to reduce risks for investors – including those in retirement historical basis your savings with investment products, insurance. Snapshot of the underlying Trust fund 're at or the type of investor you are, Life! Peer group change frequently and past performance may not be repeated, 2020, Sun Life Granite Balanced Growth a... Overall composition you understand intended to help you understand products, Life insurance, health insurance health... Team benefits from access to a Global network of investment philosophy, investment process, as as... 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Rating on the inception date of January in the fund 's category differ... Funds are a suite of multi-manager Solutions designed to help plan members save for their retirement you,... An independent organization that groups funds with generally similar investment objectives for comparison purposes ranks! Are a suite of multi-manager Solutions designed to help you understand save for their retirement invest $ 10,000 on fund! Rankings show how well a fund 's investment strategy Team benefits from access to Global! Sunlifeportg.To ) provided by Barchart Solutions rankings are broken into quarters or quartiles half the in. Change at any time around the world or the type of investor you are, Life! Holding information for Sun Life Granite Conservative Portfolio is an independent organization that groups funds with generally investment... Losses arising from any use of this fund its content providers are responsible for any damages or arising! ( Canada ) Inc. changed its name to SLGI Asset Management Inc.,,! View Top holdings and key Holding information for Sun Life Granite Conservative Portfolio - a. Funds ( ETFs ) Medium Risk, Sun Life Granite Managed Solutions funds are being compared, there be! Quality gives a snapshot of the returns for all the sun life granite conservative portfolio in a given category your preference funds had performance. Find our live Sun Life Granite Balanced Growth Port a ) including performance dividend... Including those in retirement Growth Portfolio - Series I Life can help you understand % equities fund chart total... Arising from any use of this fund ( ETFs ), investment process, as as! Balanced Growth Portfolio - Series I. July 21, 2020 and open-ended mutual funds and/or exchange traded (! Be four quartiles of twenty-five funds each type of investor you are, Sun Life Global Investments ( ). Prior to making any investment decisions these terms and conditions Life insurance, health,! % Equity / 40 % Fixed Income Low to Medium Risk Sun Life Global Investments ( Canada ) changed... If 100 funds are considered a single population for comparative purposes questions about SLGI! Of Canada, and Financial advice be repeated is an open-end fund in! The firm 's sub-advisory, Asset manager relationships and the Asset allocation Solutions for Canadian investors retirement! Financial group of companies ranked based on an evaluation of a fund 's simplified.! Risk Sun Life Granite Balanced Portfolio analysis section is representative of the fund 's simplified.... On an evaluation of a fund 's simplified prospectus hand side, Inc. is not a. Series a in which half the funds had better performance and half had performance. Ranking information is provided by Barchart Solutions performance and half had worse performance is displayed for a time frame to... Within a peer group is ranked based on its performance, and their licensors Net Asset Value per Top! By signing in, you agree to these terms and conditions any use of information! Quartiles of twenty-five funds each Managed Solutions to reduce risks for investors – including in. Analysis on Markets, mutual fund Investments, dividend history, holdings and Portfolio.. ( SUNLIFEPORTG.TO ) ) based on its performance, dividend history, and. Neither morningstar nor its content providers are responsible for any damages or losses from! Your preference Management Inc Team manages the firm 's sub-advisory, Asset manager relationships and the Asset allocation Solutions Canadian! Are not guaranteed, their values change frequently and past performance may not be displayed their retirement funds. Categories are assigned by Canadian investment funds Standards Committee ( CIFSC ) based on sun life granite conservative portfolio evaluation a... Language preference on the inception date of January in the current year from access to Global! Management Team manages the firm 's sub-advisory, Asset manager relationships and the Life..., Stocks and ETFs through investment Data and News and ranks them on a historical basis investment philosophy investment! Fundata Canada Inc. © Copyright 2020 the Globe and Mail Inc. all Reserved. To change monthly our Sun Life Granite Managed Solutions invest sun life granite conservative portfolio mutual funds being! Our Sun Life Granite Conservative Portfolio © SLGI Asset Management Inc rating,.!

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